Shine Investment Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Shine Investment Advisory Services’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-134	Closed	-$2K	–	762
2020 Q1	$2K	Buy	+134	New	+$2.86K	﹤0.01%	682
2018 Q4	–	Sell	-90	Closed	-$2K	–	684
2018 Q3	$2K	Hold	90	–	–	﹤0.01%	631
2018 Q2	$2K	Hold	90	–	–	﹤0.01%	639
2018 Q1	$2K	Hold	90	–	–	﹤0.01%	633
2017 Q4	$2K	Hold	90	–	–	﹤0.01%	634
2017 Q3	$2K	Buy	+90	New	+$1.85K	﹤0.01%	641

Other funds holding SCHH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Shine Investment Advisory Services's SCHH Position: Q2 2020 in Review

Shine Investment Advisory Services sold out of Schwab US REIT ETF (SCHH) in Q2 2020, closing a stake of 134 shares — an estimated $2K sold.

Shine Investment Advisory Services first reported a position in SCHH in Q3 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2020. 378 funds tracked by Wall St. Rank hold SCHH as of Q2 2020.

Shine Investment Advisory Services reported no remaining Schwab US REIT ETF position as of Q2 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 134 Schwab US REIT ETF shares in Q2 2020, an estimated $2K.
Shine Investment Advisory Services first reported a position in Schwab US REIT ETF in Q3 2017 and held it in 6 quarters.
Shine Investment Advisory Services's Schwab US REIT ETF position peaked at $2K in Q1 2020.
378 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2020.

Based on Shine Investment Advisory Services's 13F filing for Q2 2020, filed 29 Jul 2020.